Don't let tax season catch you off guard. We break down the key differences on a W-2 and 1099 forms that directly impact your tax refund.

Here's what you should know about the form 1099-MISC, Miscellaneous Income: A form 1099, Miscellaneous Income, is a "catch all" form. It's used to report income that can't be neatly categorized ...

Here's what you should know about the form 1099-C, Cancellation of Debt: A form 1099-C, Cancellation of Debt, is issued by a creditor when a debt is discharged for less than the full amount you owe ...

Before filing your tax return, be sure you understand these 14 key tax forms, what they're for, and how they can impact your ...

For this episode, I'm delighted to have as my guest Tracy Hom, a certified public accountant with the firm Realize CPA. Tracy will address frequently asked questions from private foundation directors ...

Your financial adviser may have presented you with a new compliance form called Form CRS. This form is now being required to be sent to clients by the Securities and Exchange Commission (SEC), which ...

Discover the purpose of SEC Form 5, an essential document for disclosing unreported securities transactions by company insiders, to ensure compliance with the SEC.

Every direct employee of a company receives a W-2 form in January. The W-2 is the base document that defines your tax obligations, so it is important that you review and understand yours. However, ...